EverSource Wealth Advisors’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
12,946
+8,346
| +181% | +$132K | 0.01% | 848 |
|
|
2025
Q1 | $69.8K | Buy |
4,600
+863
| +23% | +$13.1K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $65.3K | Buy |
3,737
+2,136
| +133% | +$37.3K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $28.1K | Sell |
1,601
-709
| -31% | -$12.5K | ﹤0.01% | 1320 |
|
|
2024
Q2 | $39.9K | Sell |
2,310
-468
| -17% | -$8.08K | ﹤0.01% | 1190 |
|
|
2024
Q1 | $39.4K | Buy |
2,778
+316
| +13% | +$4.48K | ﹤0.01% | 1076 |
|
|
2023
Q4 | $43.9K | Buy |
2,462
+1,589
| +182% | +$28.3K | ﹤0.01% | 952 |
|
|
2023
Q3 | $12.7K | Sell |
873
-2,020
| -70% | -$29.3K | ﹤0.01% | 1327 |
|
|
2023
Q2 | $48.6K | Buy |
2,893
+1,146
| +66% | +$19.3K | 0.01% | 848 |
|
|
2023
Q1 | $28.7K | Sell |
1,747
-97
| -5% | -$1.59K | ﹤0.01% | 964 |
|
|
2022
Q4 | $33.2K | Buy |
1,844
+1,027
| +126% | +$18.5K | 0.01% | 918 |
|
|
2022
Q3 | $11K | Sell |
817
-3,846
| -82% | -$51.8K | ﹤0.01% | 1100 |
|
|
2022
Q2 | $75K | Buy |
4,663
+4,075
| +693% | +$65.5K | 0.02% | 466 |
|
|
2022
Q1 | $14K | Buy |
588
+86
| +17% | +$2.05K | ﹤0.01% | 843 |
|
|
2021
Q4 | $12K | Buy |
+502
| New | +$12K | ﹤0.01% | 891 |
|